Referral Maker CRM for Teams

The all new Referral Maker CRM for Teams delivers powerful insights about your business performance.

• One-click access to your Sales, Leads and Pipeline
• Instant feedback on how your leads are converting
• Real-time data on team performance and what activities are generating results
• Insight into your team's areas of strength

• Team Performance Dashboard
  The Team Dashboard is a potent new addition to your management toolset!

  • Check your pipeline for the entire team or individually
  • View your leads and how they are converting
  • Up to the minute sales data
  • See exactly how team members are performing

  
• Team Reports
  Generate powerful new reports!

  • Activity Report
  • Transaction Report
  • Lead Progress

  Review how your team is spending their time on calls, emails, letters, notes and pop-bys. You can view data for the entire team or individually.

  

  Reports your team's full transactions. Filter by Active, Pending, Closed and Not Converted opportunities.

  

  Reports your team's lead progress including Potential leads, Active leads, Pending leads and Closed leads. You can view data for the entire team or individually.

  
• Team Contacts
  The Team Contacts feature gives you a great understanding of how your database is organized and how leads are distributed!

  • Assign lead to top producing team members
  • View assigned member's contacts, transactions and goals
  • View the team's unassigned contacts
  • Re-assign contacts and relationships among team members

  
• Team Marketing
  The new Marketing feature allows you to quickly create email and letter templates that can be 'pushed' to team members to ensure your communications are clear and consistent.
• Pricing

  Team Leader

  $49 per month (Free to Members)

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  Team Members

  $39 per month, per seat